Family & Estate Planning


Money Gifts to Kids: 3 Rules Every Parent Must Follow

As we are heading into the holiday season, I know plenty of kids will be...

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Open Enrollment Season: 4 MUST-DO's

Please don’t keep your health insurance on autopilot. I know it’s...

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Health Insurance: 3 Reasons You Should Pick the HSA Option

About half of large employers now offer a high-deductible health insurance...

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3 Rules for Doling Out Allowances

Parents, we have a problem. So many of you make a mess out of allowances....

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What Every New College Grad Needs To Know About Repaying Student Loans

Falling behind on your student loans is one of the worst financial mistakes...

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How Grandparents Can Make the Most of a Grandchild’s Summer Job

So often grandparents come up to me and ask how they can best help their...

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Emergency Fund 101

It makes me so sad to read reports that many households don’t have even...

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The Biggest Retirement Planning Mistake

A recent report that studied the 401(k) savings habits of millions of...

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Why You Should Seriously Consider a Roth 401(k)

You know I love, love, love Roth IRAs. One of the prime reasons being that...

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Three Steps to Guaranteed Financial Independence

As a nation we set aside one day a year to formally celebrate our...

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